Member Value Personal Banker - Port Jefferson

Member Value Personal Banker - Port Jefferson

Job Category : RETAIL BANKING

Requisition Number : MEMBE
006193

• Posted :
  December 3, 2025
• Full-Time

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Four Leaf's ultimate goal is to provide the best-in-class member and employee experience, and it all begins with two things: hiring incredible people and giving them a great place to work.

The Member Value Personal Banker contributes to the success of the branch by identifying and executing on ways to deepen and grow member relationships with Four Leaf through proactive effort. The requirement is to always keep the members’ best interests as the primary goal while ensuring to match Four Leaf products and services in ways to enrich the lives of our members and provide them with maximum value.

This is a revenue producing role which has a variable pay component tied to goal attainment. This position is critical in the success of the branch to grow deposit and loan share within their market. MVPB’s will be accountable for goals in accordance with the performance management process for this position. They will be responsible to make sound recommendations for products and services that benefits the members and to process financial transactions with accuracy and efficiency.

• Proactively outreach to members and prospects to meet sales goals through consultative needs discovery process focused on helping provide products and services that enrich the lives of Four Leaf members.
• Meet deposit unit and dollar sales goals.
• Execute on defined proactive activities to assist in the growth of membership and balances with both loans and deposits.
• Partner with assigned Four Leaf Financial Group Advisor to set appointments for members to assist them with the investment needs.
• Work with Business Banking team to develop opportunities with prospects and members to expand and acquire new business relationships.
• Actively uncover opportunities for auto, home equity, business and residential loans.
• Cross sell appropriate products and services to Four Leaf members and prospects such as direct deposit, credit and debit cards, online and mobile banking etc.
• Be accountable for meeting monthly, quarterly and annual sales goals.
• Operations
  • Effectively process transactions by utilizing Four Leaf systems in accordance with established policies and procedures. This encompasses account openings and maintenance of consumer, business, and fiduciary accounts such as Estate, Trust, Guardian ships, and IRA’s, Notary if applicable among others.
  • Assesses and identifies the best possible lending product for members. Responsible for understanding product’s features and benefits and submitting applications, completing disbursements, maintenance, and closings for all loan products including Home Equity Products.
  • Performs all financial transactions including teller transactions including processing Speed Deposit and Night Drop transactions, if applicable.
  • Make sound decisions that adhere to all policies, procedures, and regulatory banking requirements. Ex: making determinations for check holds while adhering to funds availability policy.
  • Identify red flags based on risk guidelines and refer escalations to supervisors when necessary.
• Member Experience
  • Be a trusted advisor utilizing a consultative sales approach to assist with growing the branch market.
  • Make sound recommendations for products and services that benefit the members. This includes referring members to business partners to further expand member relationships.
  • Provide exceptional member experiences by cultivating relationships, identifying member needs, analyzing/researching account/loan data and resolving issues.
  • Maintains high member satisfaction that aligns to Four Leaf’s expectations including professionalism, accuracy, and timely follow up with members.
  • Ability to communicate with members to share knowledge and information such as marketing promotions and services provided by business partners.
  • Educating and assisting members with technology and self-service options to enhance the omnichannel experience that meets their banking needs.
  • Contribute to lobby management by welcoming members, checking in…